FIRM OVERVIEW

At FEG, we collaborate with our clients to help them fulfill their missions. FEG is an independent, employee-owned, full-service investment advisory firm with more than 30 years of stability and growth. We offer in-depth education on current investment strategies and trends based on sound research principles.

Mission, Vision Values

MISSION

Empower our clients to achieve their goals through superior investment performance, objective insights, and research.

VISION

Achieving client missions as an innovative and trusted partner through investment excellence.

VALUES

• Put client interests first
• Act with ethics and integrity
• Be our best each day
• Treat everyone associated with our firm with respect and courtesy
• Commit to and inspire firm-wide community involvement
• Utilize all of our employees’ unique skills to achieve our firm’s mission
• Encourage innovation, teamwork, and professional development among our employees

Our Core Strengths

INDEPENDENCE & OBJECTIVITY

As a 100% employee-owned firm, FEG is structured to ensure our clients-come-first model endures over the long term. We are an objective, institutional partner to our clients and we have no affiliations with broker-dealers.

PROACTIVE CLIENT SERVICE

FEG aims to consistently provide our clients with dedicated, robust client service—we tailor our investment process around the unique needs and goals of each client, no matter the size. Additionally, we seek to proactively engage clients, deliver thorough and ongoing education, and deliver counsel on critical components of an investment program—such as governance and spending policy—that can sometimes fall outside traditional institutional investment relationships.

IDEAL SIZE / BROAD INDUSTRY NETWORK

Possessing the significance to command talent and global resources, FEG remains nimble and seeks to provide outstanding service and customized solutions to our clients. Our strong network of industry relationships helps us provide clients access to early lifecycle, niche, closed, and oversubscribed strategies, and enables us to facilitate introductions that can help meet our clients’ holistic goals.

DIRECT ACCESS TO OUR DEEP BENCH OF INVESTMENT TALENT

FEG serves as an extension of your staff, offering open-door access to our credentialed research and portfolio management teams, each of which is dedicated to monitoring market complexities, managing volatility/risk, and seeking high-quality investment managers. Additionally, we also have dedicated private capital and hedge fund resources, and provide clients a full suite of in-depth research, as well as education on current strategies, market insights, and trends.

Investment Philosophy

Our investment philosophy is rooted in the belief that investment excellence is earned through the following four essential principles:

• Independence: Clients come first. Objective decisions empower the pursuit of better outcomes over time.
• Ardency: The disciplined application of a rigorous due diligence process uncovers opportunities with the potential to preserve value and provide growth that may not be obvious or available to other market participants.
• Prudence: A sound investment program is built upon deliberate portfolio design commensurate with risk tolerance, market opportunities, and competitive advantages.
• Alignment: Comprehensive alignment among investors and their advisors and asset managers, improves the outlook for long-term success.

Commitment to Responsive Investing Principles

FEG is committed to advancing responsive investing in the asset management space. We are proud signatories of the UN PRI and will look to integrate ESG factors into investment decisions in accordance with the PRI’s six guiding principles that focus on the development of a more sustainable global financial system.

Additionally, we are members of US SIF, Confluence Philanthropy, and Mission Investors Exchange.